TrueWealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,819
| Closed | -$165K | – | 192 |
|
2023
Q1 | $165K | Sell |
13,819
-501
| -3% | -$5.99K | 0.07% | 182 |
|
2022
Q4 | $173K | Sell |
14,320
-3,021
| -17% | -$36.5K | 0.08% | 179 |
|
2022
Q3 | $197K | Sell |
17,341
-240
| -1% | -$2.73K | 0.09% | 160 |
|
2022
Q2 | $221K | Buy |
17,581
+550
| +3% | +$6.91K | 0.1% | 151 |
|
2022
Q1 | $291K | Hold |
17,031
| – | – | 0.13% | 134 |
|
2021
Q4 | $291K | Buy |
17,031
+2,924
| +21% | +$50K | 0.13% | 134 |
|
2021
Q3 | $236K | Buy |
14,107
+1,027
| +8% | +$17.2K | 0.13% | 126 |
|
2021
Q2 | $225K | Buy |
+13,080
| New | +$225K | 0.13% | 118 |
|